SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
-$2.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,363
New
Increased
Reduced
Closed

Top Buys

1
+$418K
2
+$160K
3
+$132K
4
PSMJ icon
Pacer Swan SOS Moderate July ETF
PSMJ
+$99K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$84.5K

Top Sells

1
+$710K
2
+$210K
3
+$197K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$160K
5
SAIA icon
Saia
SAIA
+$117K

Sector Composition

1 Technology 16.1%
2 Financials 11.23%
3 Healthcare 10.35%
4 Consumer Discretionary 7.13%
5 Industrials 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$6.16K ﹤0.01%
110
-10
1027
$6.01K ﹤0.01%
77
+2
1028
$5.99K ﹤0.01%
88
+5
1029
$5.96K ﹤0.01%
176
1030
$5.95K ﹤0.01%
51
+3
1031
$5.93K ﹤0.01%
510
1032
$5.72K ﹤0.01%
40
+2
1033
$5.72K ﹤0.01%
226
1034
$5.72K ﹤0.01%
150
1035
$5.59K ﹤0.01%
127
1036
$5.56K ﹤0.01%
33
1037
$5.54K ﹤0.01%
331
1038
$5.53K ﹤0.01%
51
1039
$5.49K ﹤0.01%
63
1040
$5.49K ﹤0.01%
21
+1
1041
$5.48K ﹤0.01%
67
1042
$5.46K ﹤0.01%
37
1043
$5.43K ﹤0.01%
98
1044
$5.37K ﹤0.01%
34
1045
$5.31K ﹤0.01%
111
1046
$5.22K ﹤0.01%
727
+135
1047
$5.2K ﹤0.01%
231
1048
$5.2K ﹤0.01%
42
+2
1049
$5.19K ﹤0.01%
207
1050
$5.16K ﹤0.01%
91
40 41
42
43 44